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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending after a strong earnings report and news of a massive AI lease deal, positioning the company as a key player in AI infrastructure. The community is excited about the potential for a short squeeze and analysts raising price targets, while also debating entry points and long-term prospects. Bullish sentiment is fueled by the company's growth in the AI data center space, with some comparing it to other high-flying stocks in the sector.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ ($LAES) is surging due to a strategic partnership focused on developing quantum-resistant chips for U.S. defense applications, fueling speculation about lucrative government contracts. The community is buzzing about the company's growth potential and comparing it to other players in the quantum computing space, with some investors believing LAES is undervalued and predicting a significant climb.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is gaining traction as community members express excitement, referencing an imminent listing on Moonshot and calling for others to "RAGE" harder. Fueling the hype, some are alluding to potential breakouts and increased liquidity, while others point to the project's roots in OG internet meme culture. The community's focus remains on strong community building and promoting the idea of everyone making it.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending due to its potential for a short squeeze, driven by high short interest and growing optimism around its shift towards AI and high-performance computing. Community members highlight Google's backing and the company's advantageous position in the data center sector. Discussions also focus on TeraWulf's potential to catch up with sector peers like CIFR and IREN.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark is trending as the community discusses its potential for significant growth, drawing comparisons to IREN's valuation and anticipating news related to AI/HPC ventures. Bullish sentiment is fueled by the company's strong Bitcoin holdings, infrastructure ownership, and a recent mining update, with many expecting a run to higher price targets. Additionally, some are speculating on government involvement and the potential for a short squeeze.

One and one Green Technologies. Inc - Ordinary Shares - Class A

YDDL is trending due to its recent IPO and subsequent volatile price action, with the stock experiencing significant gains and drops. The community is actively discussing its low float, high insider ownership, and potential for both further gains and significant losses, with some expressing concerns about it being a pump and dump. Some traders are also looking at other AI and Green Tech names like $APLD and $HIVE.

GSR III Acquisition Corp engages in the merger, share exchange, asset acquisition, share purchase or reorganization with one or more businesses. The company was founded on May 10, 2023 and is headquartered in Austin, Texas.

GSR III Acquisition Corp. - Ordinary Shares- Class A

GSR III Acquisition Corp. Ordinary Shares

GSRT is trending due to the imminent ticker change to NKLR following its merger with Terra Innovatum, a micro-modular nuclear reactor developer; the change is expected to occur soon. Community members are excited about the potential, drawing comparisons to OKLO and highlighting the growing demand for nuclear energy. Discussions also include the stock's valuation relative to its peers and expectations for increased volume and volatility post-ticker change.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARA is trending as traders discuss its potential for a short squeeze, given its high short interest and Bitcoin's recent price movements. Community members are debating the company's management and future prospects in AI, with some expressing frustration over its performance compared to other miners like CLSK and IREN, while others highlight its large Bitcoin holdings and potential for growth.

SU Group Holdings Ltd. engages in the provision of security-related engineering services, and security guarding and screening services. It operates through the Security-Related Engineering Services and Security Guarding and Screening Services segments. The company was founded by Ming Chan in 1998 and is headquartered in Hong Kong.

SU Group Holdings Ltd. - Ordinary Shares - Class A

SU Group Holdings Ltd.

SUGP is trending due to a recently announced record-breaking hospital contract, sparking significant community interest and a volatile trading environment. Community members are actively discussing the stock's potential for a multi-day run, citing its low float and strong fundamentals, while also debating the likelihood of further price manipulation. The stock's association with other Hong Kong plays is also contributing to the buzz.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending due to a recently announced multi-year strategic partnership with DoorDash, expanding its autonomous delivery services nationwide and beyond its existing Uber Eats collaboration. Community discussion revolves around the potential for significant growth and increased utilization of Serve's robot fleet, as well as the stock's short-term and long-term prospects in the robotics sector.

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Zomato Ltd.

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AMD-OpenAI Seal Deal: Your Signal to Ride the Wave With AMD-Heavy ETFs

AMD's multi-billion-dollar deal with OpenAI sparks a 24% stock surge and lifts ETFs heavily weighted in the chipmaker, such as SOXQ, SOXX, and IGPT.  

The Zacks Analyst Blog Highlights XSD, PSI, SMH, FTXL, SOXQ and SOXX

Semiconductor ETFs like XSD, SMH, and SOXX are hitting 52-week highs, driven by massive AI and tech investments from NVIDIA, Microsoft, Google, and others.

Here's Why Semiconductor ETFs Are Hitting 52-Week Highs

Semiconductor ETFs like XSD, SOXX and SMH hit 52-week highs as AI mega investments, NVIDIA's Intel deal & quantum contracts fuel sector momentum.

Nvidia Corp. (NVDA) received a slight reduction in its price target from Citi amid evolving dynamics in the artificial intelligence hardware market.&nbsp;Analyst Atif Malik believes Broadcom’s chip advancements could divert approximately $12 billion in prospective graphics processing unit (GPU) sales away from Nvidia.The analyst revised the target price down to $200 from $210 while maintaining a ‘Buy’ rating on the stock, according to TheFly. Malik now forecasts a 4% decline in those sales due to potential competition from Broadcom’s (AVGO) next-generation XPU solutions.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.2% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:935/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_084123_png_e60c575b36.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Sep. 8, 2025 | Source: Stocktwits" width="935" height="104"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Sep. 8, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user noted that as the AI pie continues to grow, any drop in Nvidia’s AI dominance share appears insignificant.<stembedurl>https://stocktwits.com/Nospecial/message/627807952</stembedurl>Broadcom has recently emphasized rapid momentum in its artificial intelligence chip offerings.&nbsp;XPUs, which stand for Extended Processing Units, are custom chips designed for demanding data center workloads, such as AI and high-performance computing.On the September 4 earnings call, Broadcom’s President and CEO Hock Tan&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-stock-jumped-over-4-after-hours-an-open-ai-may-have-something-to-do-with-it/chw4xi9Rdp4">said</a> that one of the prospective customers it was working with in the third quarter (Q3) had placed production orders worth over $10 billion for AI racks based on its XPUs.&nbsp;Nvidia has benefited significantly from AI-driven demand in recent years, and investors are closely monitoring how chipmakers evolve their product offerings to address the high-performance computing needs of AI developers.Nvidia’s stock has gained over 24% year-to-date and over 56% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/beamr-to-use-nvidia-tech-to-bring-live-events-into-4k/chwWxOtRdrT">&nbsp;Beamr To Use Nvidia’s Tech To Bring Live Events Into 4K: Retail Excitement Surges</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Nvidia chip is seen through a magnifying glass on August 1, 2025 in Beijing, China. 

Nvidia Likely To See $12B Sales Risk As Broadcom’s Chip Demand Gains Steam, Says Citi

Citi believes Broadcom’s $10 billion order for AI racks based on its XPUs could threaten Nvidia’s dominance. 

Equity

Citi believes Broadcom’s $10 billion order for AI racks based on its XPUs could threaten Nvidia’s dominance. 


Broadcom Inc. (AVGO) has received a fresh vote of confidence from Wall Street analysts, who have raised price targets following the company’s third-quarter (Q3) earnings and strong guidance, mainly driven by booming demand for artificial intelligence infrastructure.JPMorgan, Morgan Stanley, and Truist all lauded Broadcom's performance and strategy around AI, especially highlighting a new $10 billion customer engagement, which is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-stock-jumped-over-4-after-hours-an-open-ai-may-have-something-to-do-with-it/chw4xi9Rdp4">believed</a> to be with OpenAI.The chipmaker’s revenue of $16 billion and adjusted earnings per share (EPS) of $1.69 both exceeded the analysts’ consensus estimate of $15.82 billion and $1.66, according to Fiscal AI data. On the earnings call, the&nbsp;company said it had secured over $10 billion in orders for AI racks.<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> traded over 13% higher in Friday’s premarket. On Stocktwits, retail sentiment toward the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:945/111;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_05_083426_png_45be9605be.webp" alt="AVGO’s Sentiment Meter and Message Volume as of 08:15 a.m. ET on Sep. 5, 2025 | Source: Stocktwits" width="945" height="111"><figcaption>AVGO’s Sentiment Meter and Message Volume as of 08:15 a.m. ET on Sep. 5, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 1,007% surge in user message count over a 24-hour period. A bullish Stocktwits user referred to the stock as ‘supersonic’.<stembedurl>https://stocktwits.com/Dnmr1/message/627597466</stembedurl>Another user sounded excited for Broadcom’s rumoured chip deal with OpenAI.<stembedurl>https://stocktwits.com/AVGOmysugardaddy/message/627581797</stembedurl>JPMorgan analyst Harlan Sur raised Broadcom’s price target to $400 from $325, citing strong AI-driven momentum, steady demand in non-AI semiconductors, and ongoing strength from the recently acquired VMware business. Sur emphasized the significance of one major client officially becoming a qualified customer, securing $10 billion in orders. Truist also boosted its price target to $365 from $295, maintaining a ‘Buy’ rating.&nbsp;The firm noted Broadcom’s ‘low-drama’ Q3 results and revised guidance were given a ‘dramatic’ shade after management’s optimistic tone about AI growth.&nbsp;Morgan Stanley raised its target to $382 from $357, calling the July-quarter performance solid and largely aligned with expectations. The firm emphasized the forward-looking guidance, particularly the surprise forecast of a $10 billion potential revenue from the AI infrastructure customer.Broadcom stock has gained 32% in 2025 and over 100% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/braze-guidewire-uipath-draw-heavy-retail-chatter-on-stocktwits/chwIa7NRdpD">Braze, Guidewire, UiPath Draw Heavy Retail Chatter On Stocktwits Among Tech Stocks: More Details Inside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Broadcom Inc.

Broadcom Draws Wall Street Praise After Strong Q3, $10B AI Chip Order: Retail Calls Stock ‘Supersonic’

JPMorgan, Morgan Stanley, and Truist all lauded Broadcom's performance and strategy in the area of AI, particularly highlighting a new $10 billion customer engagement.

Chipmaker Broadcom, Inc.’s (AVGO) stock&nbsp;rose over 4.5% in Thursday’s&nbsp;extended trading session as investors cheered its quarterly report and were enthused by remarks about a huge order from a client for custom chips.&nbsp;Retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> also improved further in the ‘extremely bullish’ territory (95/100) by late Thursday, and the message volume rose to ‘extremely high’ levels. The stock was among the top five trending equity tickers on the platform late Thursday. The 24-hour message volume change leading up to late Thursday was over 1,000%.<figure class="image"><img style="aspect-ratio:621/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_04_at_10_37_07_PM_png_afd5754958.webp" alt="Screenshot 2025-09-04 at 10.37.07 PM.png" width="621" height="52"><figcaption>AVGO sentiment and message volume as of 10:35 p.m. ET, Sept. 5 | source: Stocktwits</figcaption></figure>Broadcom's revenue clocked a record in the third quarter of the fiscal year 2025, rising 22% year-over-year (YoY) to $16 billion on strong demand for custom artificial intelligence (AI) accelerators, networking, and VMware products. The topline exceeded the $15.82 billion consensus compiled by Fiscal.ai.&nbsp;AI revenue for the third quarter climbed 63% to $5.2 billion, making up roughly 57% of the total semiconductor revenue.President and CEO Hock Tan said, “We expect growth in AI semiconductor revenue to accelerate to $6.2 billion in Q4, delivering eleven consecutive quarters of growth, as our customers continue to strongly invest.”The company generated a record cash flow of $7 billion, marking 47% YoY growth. Adjusted earnings per share (EPS) for the quarter climbed to $1.69 from $1.24, exceeding the $1.66 consensus estimate.On the earnings call, Tan stated that bookings remained strong, with the consolidated backlog reaching a record $110 billion, according to a transcript provided by Koyfin.Broadcom’s board approved a quarterly cash dividend of $0.59 per share, payable on Sept. 30 to shareholders of record at the close of business on Sept. 22.Looking ahead, Broadcom guided fourth-quarter revenue to about $17.4 billion, while analysts, on average, estimate $17.01 billion. The company estimated adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of 67%, flat with the preceding quarter.Tan said on the earnings call that one of the prospective customers it was working with in the third quarter had released production orders, and that the company had secured over $10 billion&nbsp;in orders for AI racks based on its XPUs.&nbsp;XPUs, which stand for Extended Processing Units, are custom chips designed for demanding data center workloads, such as AI and high-performance computing.A Financial Times&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/e8cc6d99-d06e-4e9b-a54f-29317fa68d6f">report</a>, citing people familiar with the matter, noted that Sam Altman’s OpenAI, the maker of ChatGPT, is preparing to design and produce its own AI chip with help from Broadcom next year. This led to increased&nbsp;<a href="https://stocktwits.com/Ro_Patel/message/627578976">speculation</a> that the mystery $10 billion customer for the chipmaker could indeed be OpenAI.Broadcom stock has gained about 33% year-to-date. The Koyfin-compiled average analysts’ price target for the stock is $307.57, implying less than 1% upside potential.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-signs-executive-order-to-seal-japan-trade-pact/chw4vxJRdp3">Trump Signs Executive Order To Seal Japan Trade Pact, Slashes Auto Tariffs To 15%</a>

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

Broadcom Stock Jumped Over 4% After-Hours — And OpenAI May Have Something To Do With It

AI revenue for the third quarter climbed 63% to $5.2 billion, making up roughly 57% of the total semiconductor revenue.

Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?

Broadcom Inc. (AVGO) has garnered interest among retail investors after tech giant Apple Inc. (AAPL) announced on Wednesday that the chipmaker will be one of the initial partners for its American Manufacturing Program (AMP).Apple said it is also deepening its collaboration with Broadcom to design and produce additional cellular semiconductor parts within the United States. These components play an essential role in supporting 5G connectivity across Apple's products.&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;A bullish Stocktwits user commended the partnership announcement.<stembedurl>https://stocktwits.com/Geestar/message/624074266</stembedurl>Apple’s new $100 billion commitment to boost domestic production is a part of an expanded plan to bolster American manufacturing. Over the next four years, the company expects its total U.S. investment to hit $600 billion, which will also include ramped-up supplier partnerships.The AMP aims to solidify Apple’s ties with U.S.-based production facilities. Other partners in the program include Corning, Texas Instruments, Amkor, and GlobalWafers.Apple’s increased focus on local production will likely boost Broadcom’s business. The company offers semiconductor, software, and security solutions to support mobile, broadband, and hybrid cloud operations.On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:959/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_082636_png_e1931c2033.webp" alt="AVGO’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits" width="959" height="109"><figcaption>AVGO’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits</figcaption></figure>In the second quarter (Q2), Broadcom’s&nbsp;revenue climbed 20% year over year (YoY) to $15 billion, beating the $14.97-billion consensus estimate, as per Fiscal AI data. AI revenue surged 46% year-over-year to $4.4 billion, driven by strong demand for AI networking solutions.The company will release its third quarter (Q3) earnings on September 4 and expects revenue of $15.8 billion, in line with the consensus estimate. Broadcom stock has gained over 30% year-to-date and over 121% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/liveperson-fortinet-smith-micro-software-draw-highest-retail-chatter/chrm2kzRddr">LivePerson, Fortinet, Smith Micro Software Draw Highest Retail Chatter Among Tech Stocks: Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Broadcom Reports Quarterly Earnings (Photo by Justin Sullivan/Getty Images)

Broadcom Sees Heightened Retail Interest Today, And This Has An Apple Connection: Here Are The Details

Broadcom will become one of the initial partners in Apple’s American Manufacturing Program, announced on Wednesday.

Wall Street strategist explains how to navigate an ’AI Bubble’

Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.

Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF

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